analysis prompt
The Predictive Client Onboarding Profile
Analyze a client intake transcript to produce private coaching notes with friction predictions and a personalized onboarding letter that makes the client feel deeply heard.
Use it for
Claude Code: The Swiss Army Knife Session
The prompt
I'm a [YOUR ROLE] onboarding a new client. Below is the transcript from a structured onboarding interview.
Analyze this transcript and produce two outputs:
OUTPUT 1 — My Profile (for my eyes only)
- Client's current situation in 3-4 sentences
- Their stated goals vs. what I should watch for (read between the lines — what are they not saying?)
- Predicted friction points: Based on what they've shared, where are they most likely to get stuck, resist, or plateau during our engagement? Be specific — name the phase, the trigger, and the likely behavioral pattern.
- Engagement risk factors: anything that suggests they might disengage, and early warning signs to monitor
OUTPUT 2 — Their Onboarding Letter (to send to the client, 1.5–2 pages)
Write a warm, professional letter that:
- Reflects back what they shared (so they feel deeply heard)
- Maps the journey ahead — what we'll work on and in roughly what sequence
- Normalizes the hard parts
- Ends with one specific thing to reflect on before our first working session
Tone: direct but warm. No jargon. No corporate coaching-speak. Write like a trusted advisor who's seen this pattern before and wants to prepare them honestly.
[PASTE TRANSCRIPT BELOW]Worked example
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